CRM Software development using Microsoft Access

  • Added:
    Jan 16, 2013
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    2587
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    340

It is quite hard to create your own CRM database. You are advised to take help from Microsoft Access database templates. You can also outsource CRM development for quick implementation. Once you are ready with CRM system, you just have to add data and customize the forms and queries.

Benefits of CRM software

•    The system tracks the customer needs, interests, and buying habits. In this way, it is possible for the customers to buy their favorite product.

•    The system also tracks the market needs and helps in designing product accordingly.

•    The long term customer satisfaction helps in increasing revenue, profit margin and retaining customers and attracting the new ones.

•    It is necessary to understand the customer deeply for repeat purchase.

Instructions

•    First of all, you should know how to locate template gallery in Microsoft Access 2003 and 2007. If you are using Microsoft Access 2003 then select the “File” option and “New” from the list. With the right task pane, you have to locate the template search box. Here type the databases and download sales contact management database from the list.

•    If you are using Microsoft Access 2007 then select the “Office” option and “New” from the list. With the left task pane, locate the business category. Here search the databases and download customer relationship management database from the list.

•    Now check the template carefully, either it is good according to your business needs or not. Press F11 to check all the tables, forms, queries etc.

•    Customize the data fields according to your business needs. In this situation, you should know how to work with field properties.

•    Check the relationships between tables. Manage the relationships according to your business needs.

•    Now add data to tables. You can enter data manually or you can use import function for entering data.

•    Also run the existing queries or create the new ones. Once you are done with the customization, save the changes in the database and enjoy access to your customized database. In case of any issue, you are advised to outsource CRM development project.

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